Donald Darnell, financial advisor Bartlesville OK
93 score

Donald Darnell

CRD Number: 4495313
Current Firm: Morgan Stanley

Donald Darnell (CRD# 4495313) is an Investment Advisor Representative working at Morgan Stanley in Bartlesville, OK and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, N.a. New York, NY Apr 2016 - Current < 1
Morgan Stanley Smith Barney LLC Bartlesville, OK Apr 2016 - Current < 1
Edward Jones St Louis, MO May 2014 - Apr 2016 1
Darnell Insurance Agency Woodward, OK Oct 2001 - May 2014 12
Massmutual Life Insurance Company Oklahoma City, OK Feb 2014 - Apr 2014 < 1
Mml Investors Services LLC Oklahoma City, OK Feb 2014 - Apr 2014 < 1
Nylife Securities LLC Oklahoma City, OK Jan 2013 - Dec 2013 < 1
New York Life Insurance Co Oklahoma City, OK Nov 2012 - Dec 2013 1
Woodmen Of The World Life Insurance Society Woodward, OK Mar 2011 - Dec 2012 1
Woodmen Financial Services, Inc. Woodward, OK Mar 2011 - Dec 2012 1
Western Equipment Woodward, OK Oct 2009 - Jan 2012 2
Metlife Securities Inc. Tulsa, OK Oct 2007 - Mar 2011 3
Conoco Phillips Bartlesville, OK Jan 2007 - Aug 2007 < 1
Farmers Financial Solutions, LLC Bartlesville, OK Mar 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
S63 Uniform Securities State Law Examination Feb 2002
Contact Info for Donald K. Darnell
Phone Number: 914-225-5510
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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